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CRM email features by default ? RRS feed

  • Question

  • Hi,

    I have installed CRM before, but always used email router for emails... by default CRM without an email router can send any emails ? like workflow notifications ? even if users use CRM for outlook.

    thanks in advance

    Tuesday, July 27, 2010 12:33 PM

Answers

  •  

    Tanguy,

    Yes I know about CRM for Outlook wil send the email, my question will be for example emails sent by workflow notifications and Marketing campaigns.

    On the Microsoft CRM implementation guide it says:
    "Important
    If your organization uses e-mail queues, you must use the E-mail Router. Queues are not supported by using Microsoft Dynamics CRM for Outlook.
    Microsoft Dynamics CRM Server can operate without Exchange Server or a POP3 server. However, you will not have Microsoft Dynamics CRM incoming e-mail capabilities. Also, Microsoft Dynamics CRM Server can operate without an SMTP server. However, you will not have Microsoft Dynamics CRM outgoing e-mail capabilities."

    but don't understand exactly what they mean with CRM can operate without an SMTP server but doesn't have outgoing email... etc.... is this a SMTP service on the server where CRM is installed, an SMTP server configured on Email router ? 

    • Marked as answer by Jim Glass Jr Tuesday, July 27, 2010 1:47 PM
    Tuesday, July 27, 2010 1:00 PM
  • As Tanguy says, if the user is using the Outlook client, the emails can go out through this, when it is opened, regardless of the router. Event-triggered workflow notifications go out as the owner of the workflow. Therefore if user x is the owner of the workflow, any email generated from the workflow will only go out when that user opens Outlook.

    Leon Tribe

    Want to hear me talk about all things CRM? Check out my blog

    http://leontribe.blogspot.com/

    or hear me tweet @leontribe

     


    Want to hear me talk about all things CRM? Check out my blog http://leontribe.blogspot.com/ or hear me tweet @leontribe
    • Proposed as answer by Leon TribeMVP Tuesday, July 27, 2010 1:01 PM
    • Marked as answer by Jim Glass Jr Tuesday, July 27, 2010 1:47 PM
    Tuesday, July 27, 2010 1:01 PM

All replies

  • It depends on who is the email sender...

    if the sender is a user with CRM for Outlook set, the mail will be sent through the user's Outlook 

    But CRM is capable to send email through SMTP without Email router I guess (see the install parameter to define a SMTP server)

     


    My blog : http://mscrmtools.blogspot.com

    All my tools on my new dedicated site: MSCRMTools Repository
    Tuesday, July 27, 2010 12:53 PM
    Moderator
  •  

    Tanguy,

    Yes I know about CRM for Outlook wil send the email, my question will be for example emails sent by workflow notifications and Marketing campaigns.

    On the Microsoft CRM implementation guide it says:
    "Important
    If your organization uses e-mail queues, you must use the E-mail Router. Queues are not supported by using Microsoft Dynamics CRM for Outlook.
    Microsoft Dynamics CRM Server can operate without Exchange Server or a POP3 server. However, you will not have Microsoft Dynamics CRM incoming e-mail capabilities. Also, Microsoft Dynamics CRM Server can operate without an SMTP server. However, you will not have Microsoft Dynamics CRM outgoing e-mail capabilities."

    but don't understand exactly what they mean with CRM can operate without an SMTP server but doesn't have outgoing email... etc.... is this a SMTP service on the server where CRM is installed, an SMTP server configured on Email router ? 

    • Marked as answer by Jim Glass Jr Tuesday, July 27, 2010 1:47 PM
    Tuesday, July 27, 2010 1:00 PM
  • As Tanguy says, if the user is using the Outlook client, the emails can go out through this, when it is opened, regardless of the router. Event-triggered workflow notifications go out as the owner of the workflow. Therefore if user x is the owner of the workflow, any email generated from the workflow will only go out when that user opens Outlook.

    Leon Tribe

    Want to hear me talk about all things CRM? Check out my blog

    http://leontribe.blogspot.com/

    or hear me tweet @leontribe

     


    Want to hear me talk about all things CRM? Check out my blog http://leontribe.blogspot.com/ or hear me tweet @leontribe
    • Proposed as answer by Leon TribeMVP Tuesday, July 27, 2010 1:01 PM
    • Marked as answer by Jim Glass Jr Tuesday, July 27, 2010 1:47 PM
    Tuesday, July 27, 2010 1:01 PM
  •  

    Ok Leon, so,

    If the administrator is the owner of all the workflows and doesn't have Outlook open, emails will never be sent ?

    with Marketing campaigns I guess it will check who is sending the emails in that marketing list.

    Tuesday, July 27, 2010 1:04 PM
  • If the administrator account has not been set up to send via the email router, this is correct. In fact it is a common cause of 'failure' in workflows.

    Leon Tribe

    Want to hear me talk about all things CRM? Check out my blog

    http://leontribe.blogspot.com/ 
    or hear me tweet @leontribe


    Want to hear me talk about all things CRM? Check out my blog http://leontribe.blogspot.com/ or hear me tweet @leontribe
    • Proposed as answer by Leon TribeMVP Tuesday, July 27, 2010 7:52 PM
    Tuesday, July 27, 2010 7:52 PM